See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $63,277 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,814 | $65,376+2.2% | $87,100-23.3% | $65,185+2.5% |
| Participation rate | 75.0% | 75.3%-0.3pp | 76.9%-1.9pp | 70.2%+4.8pp |
| Annual return | 21.58% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,851 | $1,822+1.5% | $2,521-26.6% | $2,177-15.0% |
| Participant deferral / active EE | $3,579 | $3,388+5.6% | $4,049-11.6% | $3,514+1.9% |
| Admin fee / account holder | $506 | $520-2.6% | $7,497-93.2% | $847-40.2% |